Nvidia's Record Earnings & Samsung's $310B AI Investment - Silicon Brief #45

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In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. Lambda has secured a significant $1.5 billion investment following a deal with Microsoft, highlighting the growing interest in AI hardware. Meanwhile, Samsung has announced a massive $310 billion investment in AI, underscoring the tech giant's commitment to advancing AI technologies.

On the data center front, Amazon is set to invest $3 billion in a new data center in Mississippi, reflecting the increasing demand for AI infrastructure. Additionally, Google has opened a new AI data center in the Netherlands, further expanding its global network to support AI advancements. These developments indicate a robust growth trajectory for AI technologies and infrastructure worldwide.

PowerLattice has secured $25 million in Series A funding with participation from former Intel CEO Pat Gelsinger, boosting its power-saving chiplet technology. Meanwhile, Nvidia reported a record $57 billion revenue for Q3 2025, forecasting $65 billion for Q4, driven by robust AI chip demand.

Groq has launched its first AI infrastructure in the Asia-Pacific region at an Equinix data center in Sydney, Australia, enhancing AI inference capabilities. Meanwhile, Amazon plans a $3 billion investment in a data center campus in Vicksburg, Mississippi, set to begin construction in 2026, promising job creation and economic growth.

Lambda has secured $1.5 billion in funding following a significant deal with Microsoft to enhance AI infrastructure using Nvidia GPUs. Meanwhile, Foxconn has partnered with OpenAI, Nvidia, and Alphabet to advance AI hardware capabilities, focusing on AI data center hardware design and manufacturing.